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Description
Zendesk's CRM and Deals feature serves as a powerful sales tool that allows users to manage their sales pipelines directly within Zendesk Support, eliminating the need to purchase Zendesk Sell. This integration enables a seamless connection between customer service and sales activities, resulting in a cohesive and multi-channel platform. Below are some of the key functionalities of the application:
- Capture sales leads straight from Zendesk Support tickets
- Access a comprehensive history of each client's interactions
- Consolidate all pertinent sales deal information in a centralized hub
- Tailor and develop pipelines to align with your unique sales methodologies
- Add product descriptions to enhance your deals
- Incorporate various stages, details about products, and customer information
- Define reasons for lost deals along with their respective categories
- Automatically schedule the relocation of lost deals
- Attach relevant documents directly to your deals
- Generate analytical reports on reasons for lost deals, sales patterns, and additional insights
- Enjoy a user-friendly interface that facilitates straightforward navigation and accessibility.
With these features, your sales process can become more efficient and integrated with customer support.
Description
Team Up is a social CRM designed to simplify the management of client and customer information alongside associated documents, tasks, and meetings, offering rapid search capabilities that enable users to retrieve any information within moments. It also features a comprehensive Reports & BI tool that assists in monitoring and analyzing business performance. Users can easily link significant emails to the corresponding customers, allowing them to access all related correspondence with a single click. Additionally, documents can be attached and organized by relevant clients, and users can view all files associated with a particular customer at the click of a button. Furthermore, Team Up provides a check-in and check-out functionality to maintain a detailed version history of documents, ensuring that users can track changes effectively. This seamless integration of features enhances collaboration and improves overall efficiency in managing customer relationships.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Zendesk
Pricing Details
$6 per agent/per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
GrowthDot
Founded
2015
Country
Ukraine
Website
growthdot.com
Vendor Details
Company Name
Evolution Technologies
Country
United Arab Emirates
Website
evolutiontech.ae/team-up-crm.html
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management